SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.05M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.68M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M

Top Sells

1
+$3.12M
2
+$2.58M
3
+$2.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
AAPL icon
Apple
AAPL
+$989K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.58M 0.24%
23,886
+666
102
$4.5M 0.24%
39,908
-2,181
103
$4.32M 0.23%
79,800
-6,018
104
$4.31M 0.23%
18,006
+1,710
105
$4.2M 0.22%
19,104
+1,256
106
$4.19M 0.22%
82,577
+56,009
107
$4.17M 0.22%
106,542
-3,828
108
$4.15M 0.22%
20,916
-528
109
$4.05M 0.21%
24,409
-432
110
$4.04M 0.21%
63,805
+3,273
111
$3.99M 0.21%
77,788
-2,383
112
$3.94M 0.21%
38,666
+577
113
$3.75M 0.2%
48,184
-3,269
114
$3.66M 0.19%
+81,734
115
$3.5M 0.19%
42,575
+5,217
116
$3.41M 0.18%
11,857
+1,160
117
$3.41M 0.18%
48,159
+2,596
118
$3.4M 0.18%
137,400
-746
119
$3.33M 0.18%
153,151
-1,834
120
$3.26M 0.17%
38,294
+4,554
121
$3.26M 0.17%
10,915
+103
122
$3.22M 0.17%
14,791
+388
123
$3.09M 0.16%
28,558
+1,596
124
$3.05M 0.16%
14,125
+1,363
125
$3.01M 0.16%
49,482
-2,695
3 4
5
6 7